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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
826
Tarbox Family Office
California
$71K -$125K -3,000 -65%
ST
827
Smithfield Trust
Pennsylvania
$71K +$24.5K +590 +57%
BCM
828
Blume Capital Management
California
$71K +$53.4K +1,285 +376%
MPWT
829
MassMutual Private Wealth & Trust
Connecticut
$67.8K – – –
WTB
830
Washington Trust Bank
Washington
$66K +$13.4K +322 +27%
MRCM
831
M&R Capital Management
New Jersey
$63K +$83 +2 +0.1%
WAM
832
Watermark Asset Management
California
$61K -$25.9K -624 -31%
FDCDDQ
833
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60.2K – – –
NCM
834
Nelson Capital Management
California
$57K – – –
SBL
835
Sargent Bickham Lagudis
Colorado
$57K +$42 +1 +0.1%
EMG
836
ETF Managers Group
New Jersey
$57K +$4.44K +107 +9%
KF
837
Krilogy Financial
Missouri
$55K -$913 -22 -2%
CHC
838
City Holding Co
West Virginia
$54K -$3.24K -78 -6%
LNB
839
Ledyard National Bank
$54K +$12.9K +310 +34%
SAM
840
Solaris Asset Management
New York
$51K – – –
EAM
841
Exane Asset Management
France
$50.7K +$48.1K +1,158 New
AF
842
Arrow Financial
New York
$47K +$12.5K +300 +39%
GT
843
Greenleaf Trust
Michigan
$45K +$42.4K +1,021 New
MCM
844
Manchester Capital Management
Vermont
$42K – – –
SQA
845
Simon Quick Advisors
New Jersey
$42K +$39.5K +952 New
MWM
846
MinichMacGregor Wealth Management
New York
$41K +$2.57K +62 +7%
First Eagle Investment Management
847
First Eagle Investment Management
New York
$39K – – –
RAM
848
Riggs Asset Management
Pennsylvania
$39K – – –
MCIA
849
Mountain Capital Investment Advisors
Colorado
$38K +$83 +2 +0.2%
MMG
850
Monetary Management Group
Missouri
$35K -$1.18M -28,400 -97%